Financial Synergies Wealth Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio JPST Stock Details JPST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-258	Closed	-$13K	–	516
2023 Q1	$13K	Buy	+258	New	+$13K	﹤0.01%	216

Other funds holding JPST

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Financial Synergies Wealth Advisors's JPST Position: Q2 2023 in Review

Financial Synergies Wealth Advisors sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2023, closing a stake of 258 shares — an estimated $13K sold.

Financial Synergies Wealth Advisors first reported a position in JPST in Q1 2023 and held it in 1 quarter. The position peaked at $13K in Q1 2023. 949 funds tracked by Wall St. Rank hold JPST as of Q2 2023.

Financial Synergies Wealth Advisors reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2023 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 258 JPMorgan Ultra-Short Income ETF shares in Q2 2023, an estimated $13K.
Financial Synergies Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2023 and held it in 1 quarter.
Financial Synergies Wealth Advisors's JPMorgan Ultra-Short Income ETF position peaked at $13K in Q1 2023.
949 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2023.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2023, filed 4 Apr 2024.